Chapter 318 Xie Wanting Takes the Initiative!

"There's nothing wrong with being optimistic!" Su Yu said, "The turnaround in the market often occurs when everyone is most pessimistic. At present, most investors are already pessimistic about the future. If the future economy and financial markets are still not good, it is just in line with expectations."

"However, if the market reverses in the future, everyone's confidence in future expectations will be restored."

"Then, the optimistic layout at this time can reap quite rich excess profits in the future."

"In my opinion..."

Su Yu paused and continued: "Investment, in addition to some basic logical analysis and judgment, is also a game of human nature. Pessimism and optimism are often the two poles of fear and greed. If you are really trapped in the emotions of human nature, it will be difficult to make the right investment judgment."

"Yeah!" Xie Wanting responded, "Indeed, and now because of the development of the Internet, everyone has convenient channels to obtain information, and the fear and greed of the market have also been magnified in disguise. I only now really understand the meaning of Ba Lao's words 'When everyone is afraid, you should be greedy; when everyone is greedy, you should be afraid'."

As the two were talking, the waiter had already served all the dishes.

Su Yu looked at the dishes on the table and saw that most of them were Sichuan dishes, and there were not many other northern dishes. He was slightly touched.

"Oh, right..."

Xie Wanting thought for a while and said, "Your company is developing so fast, have you thought about developing into a public fund in the future? If you can convert the private equity business into a public offering business, the threshold for fund raising will be lowered. I think it will not be difficult for your asset management scale to exceed 100 billion in the future."

Su Yu replied, "I don't have such plans for the time being. In my opinion, as an asset management company, performance is far more important than scale!"

"Of course." Xie Wanting smiled and said, "In business operations, credit and reputation are the most important. For fund companies, with performance, scale is naturally not a big deal."

Su Yu saw that Xie Wanting understood everything at once, and he admired her intelligence.

"I looked at the industry private equity performance rankings this year, and a fund managed by Miss Xie also broke into the top 20." After thinking for a moment, Su Yu found a topic, "I feel that compared with the last time we met, Miss Xie has made great progress in market awareness and trading operations."

Xie Wanting was very happy to hear Su Yu's praise, and smiled, saying: "Speaking of which, I can have such performance, thanks to you."

"Thanks to me?" Su Yu was a little confused, "How do you say that?"

Xie Wanting was silent for a while, and then she told him about tracking his trading traces and following the trend of trading ideas.

After listening, Su Yu couldn't help but chuckled and said: "Miss Xie is attentive. I thought I had tried my best to avoid showing signs of opening and reducing positions on the market, but I didn't expect... I still couldn't escape Miss Xie's eyes. Sure enough, when the capital volume is large, it is not so easy to hide it."

"I just replayed and guessed." Xie Wanting said.

Su Yu responded with a smile: "But your guesses are basically correct."

"That's because you actually... sometimes, you also want to use the Dragon and Tiger List seat to remind everyone." Xie Wanting said, "Otherwise I really can't catch your trading traces."

Su Yu responded: "I'm not as selfless as Miss Xie thinks. The fund seats have appeared on the Dragon and Tiger List on a large scale several times, mainly because they are eager to exit the warehouse. I didn't think of reminding anyone. Moreover, in the financial trading market, no one will think that the direction of their trading is correct."

"Really?" Xie Wanting looked at Su Yu with a smile, and didn't believe what he said.

Su Yu coughed lightly and said, "In the financial trading market, cognition is the source of the final profit and loss, and a person's cognition, even if it is influenced by others, is difficult to change in the short term, so there is a saying in the stock market, 'a person can only make profits within his own cognition'."

"So, in the transaction, deliberately remind the other party of the buying and selling opportunities."

"It's actually a stupid thing."

"I don't do such stupid things that are thankless, and I won't use my seat influence to deliberately remind anything. Regarding the various interpretations in the market, in my opinion, they are just over-interpretations."

Xie Wanting thought about it and felt that what Su Yu said was not unreasonable, and replied: "It's true, profits and losses come from the same source. Even if you make profits beyond cognition, as long as you continue to invest and continue to trade in this market, you will lose it back sooner or later based on cognition. This should be called 'money earned by luck' , sooner or later you will lose money with your own strength', right? "

"Yes!" Su Yu nodded, "Whether it is a bull market or a bear market, whether it is the stock market, futures market, foreign exchange market, or other financial derivative markets, the essence of the '80/20 rule' has never changed, so I think... In fact, for ordinary retail investors who don't know much about this industry, or don't have a deep understanding of it, it is not recommended for them to enter the financial market and conduct independent transactions, because within their cognitive scope, the loss effect is too strong. "

"However, the transaction itself has the nature of a game." Xie Wanting said, "and with the nature of a game, there must be a gambling mentality. For many retail investors, they don't care about the so-called investment logic such as the economic trend and expected trend. They just need to gamble. Anyway, in the financial trading market, all products have only rising or falling, and there is no third choice. "

"And if you treat financial transactions as gambling again and again."

“People don’t have so many worries anymore.”

"I think this is also the reason why the A-share retail investor group has always been dominant, and short-term speculation, chasing the rise and killing the fall, has always been the main line of the market."

"Treating trading as gambling is actually a manifestation of the immaturity of the market." Su Yu said, "Of course, such an environment and situation cannot remain unchanged in the future. Gambling requires limited capital and unlimited times. Under this situation, the final profit may actually be close to zero.”

"When everyone discovers that you can't make money in the market."

"Then, either don't play, or leave your money to professionals for investment."

“Of course, the process of waiting for the market to mature is cruel and long, but in any case, the gradual decline in the proportion of retail investment will definitely happen, and the continued growth of domestic asset management scale will also definitely happen. of."

"Yeah!" Xie Wanting responded, "I agree with this."

The two of them chatted nonchalantly, ranging from future investment directions, to the development of financial markets, to trading models, investment experiences, and prospects of the asset management industry... As the topic continued, the two of them began to have a slightly unfamiliar relationship with each other. The unfamiliar feeling gradually faded away, giving me a relaxed and casual feeling.

Of course, no matter Su Yu or Xie Wanting.

Except for some common topics that each other can talk about, the two still maintain a tacit understanding on some sensitive topics that may cause embarrassment to each other. No one has mentioned a word and they maintain a certain sense of distance.

Just, by chance.

When Xie Wanting tried a few bites of the spicy Sichuan dishes she specially ordered for Su Yu, she was sweating from the spicy food. She briefly took off the down jacket she was wearing outside, revealing a swan-like snowy neck. Su Yu just It was discovered that what Xie Wanting was wearing today was actually the aqua blue necklace he gave her as a birthday gift.

Until this moment...

He seemed to realize that the girl in front of him should have some affection for him.

"No, it's too spicy." Xie Wanting didn't notice the slight change in Su Yu's eyes for a moment. She only felt that her tongue was burning. She hurriedly took a sip of tea, then raised her head and asked Su Yu, "I'm too sensitive." , or is Sichuan food so spicy?”

Su Yu noticed the fine beads of sweat on her forehead, came back to his senses, and said with a smile: "There are also non-spicy ones, but the taste of this store may be spicy. Of course, there are also some that Ms. Xie has been living in In the north, people rarely try this type of cuisine because their tastes are more sensitive.”

"next time……"

Su Yu paused: "If you have the chance and Miss Xie wants to try it, I will take you to taste some authentic Sichuan food that is not so spicy."

"Okay!" Xie Wanting smiled slightly, "Then it's a deal!"

Su Yu nodded slightly and didn't say much.

Next, Xie Wanting's topic obviously began to shift towards the direction of life, asking Su Yu some interesting things when he was studying, and also talked about many of his experiences while studying abroad.

Su Yu looked at Xie Wanting's happy look, but now he had many worries in his heart.

Finally, due to different changes in their moods, they walked out of the hotel together at around 2 o'clock in the afternoon.

"I'll take you back!"

Seeing that it was already raining lightly outside, Su Yu turned around and took two umbrellas from the front desk of the hotel and handed one to Xie Wanting: "Look at the weather, it may rain more heavily later."

Xie Wanting took the umbrella and did not answer directly. Instead, she turned to Su Yu and asked, "Do you have any other plans this afternoon?"

Su Yu hesitated for a moment and said, "There's no other big deal. It's just that Mr. Xu from Minghui Capital said he wants to talk to me about cooperation again."

"Oh!" Xie Wanting felt a little disappointed when she heard what Su Yu said, and said with a smile, "Then I won't delay your business. I'll take a taxi back by myself. My aunt's house is some distance away from here. You can send me there and back." It will take a lot of time. Since it is a matter of cooperation between both parties, we can’t keep Mr. Xu waiting too long because of me.”

After speaking, Xie Wanting did not wait for Su Yu to respond.

He opened his umbrella and walked into the rain, reaching out to hail a taxi on the side of the road.

Su Yu looked at Xie Wanting's back in the rain and wanted to say something, but when the words came to his lips, he swallowed them back. In the end, he only asked Dai Lingna to send Xie Wanting back, while he took a taxi alone and returned. hotel.

When he returned to the hotel, many people had gathered in the reception hall.

Representatives from many well-known investment institutions at home and abroad, as well as many interested business people who wanted to make connections and squeezed in, were gathering in twos and threes throughout the hall, chatting lively.

Su Yu thought about Xie Wanting's inner thoughts about him and how he should deal with this girl. For a moment, he had no intention of talking to the representatives of these institutions. He was about to walk through the crowd and return to the hotel room to rest for a while. At that moment, a sturdy middle-aged man in a suit and leather shoes, with fair skin and a beard, suddenly blocked his way. He stretched out his hand to him with a smile and actively greeted him: "Mr. Su, I have long admired your name!"

Su Yu heard the voice and came back to his senses. He quickly raised his head and looked at the other person carefully. He stretched out his hand to shake hands with the other person with some confusion, and responded: "Your Excellency... we don't seem to know each other, right?"

"I am Blanche Laurent, the president of STG Investment Institution in China." The middle-aged man said, handing Su Yu a business card, "Mr. Su is very good at secondary market investment in China's financial market!"

Su Yu took the business card, glanced at it, and found that he had no impression of STG, an investment institution, in his mind. He couldn't help but say lightly: "Thank you Mr. Blanche for your compliment. Sorry, I have something else to do. When I'm done, I will have a chance to communicate with Mr. Blanche in detail. How about it?"

After that, Su Yu took the business card and continued to move forward.

Seeing that Su Yu was about to leave, Blanche Laurent hurriedly said: "Mr. Su, our STG has a project in China, and we want to cooperate with Mr. Su..."

"Sorry, I'm not interested." Su Yu refused without waiting for the other party to finish.

Blanche Laurent didn't expect Su Yu to refuse without even asking, and was a little stunned for a while.

"Mr. Su is not interested in making money now!" With the voice, another figure appeared in front of Su Yu.

Su Yu looked up and saw Liu Guanhai, the manager of Yinghui Fund, whom he had met at the Yanjing Fund Industry Summit, standing in front of him with a glass of red wine and a smile.

"Hehe..." Su Yu sneered when he saw it was him, and said, "If Mr. Liu is interested, you can just talk to Mr. Blanche directly."

"We Yinghui Fund does not do venture capital business in the primary market." Liu Guanhai said, "Unlike Mr. Su, who wants everything."

Su Yu replied, "Mr. Liu's words are probably a bit low-level. Everyone knows that in the financial trading market, whether it is profitable or not depends on ability. The net value of your Yinghui Fund has dropped rapidly at the end of the year. Several attempts have failed and you have to sell at a loss. It seems that I can't be blamed for this, right?"

"When did I say that the poor performance of our institutional funds is related to Mr. Su?" Liu Guanhai responded, "I'm afraid Mr. Su takes himself too seriously?"

Su Yu saw that this guy was just looking for trouble, snorted coldly, and was too lazy to pay attention to him, and was about to bypass him.

At this moment, Blanche Laurent, who had just been rejected by him, spoke again behind him.